A Guide to Understanding Your Goals Survey Questions [Product Guides]

In the Your Goals module, SMART goals are employed to articulate actionable objectives aligned with clients' values. This process shifts from broad, long-term interests to achievable actions, providing advisers with the opportunity to showcase their assistance in turning ideas into reality. It transforms theoretical discussions into practical steps, demonstrating how clients can actively work towards realising their best lives.

Here is a set of questions that your client will encounter in the Your Goals survey.

Goals	Goal category	Goal category description	Question Text
DEBT	Debt	Reduce my debts	What financial goals would you like us to help you address?
PROPERTY	Property	Purchase a home or investment property
WEALTH	Wealth	Grow my wealth
LIFE STAGE FAMILY CHANGE	Life Stage	Change in family situation
LIFE STAGE FAMILY GROW	Life Stage	Grow my family
EDUCATION	Education	Provide the best education
SAVINGS	Savings	Save for a large purchase
RETIREMENT	Retirement	Retire comfortably
INHERITANCE	Inheritance	Set aside an inheritance
PROTECTION	Protection	Protect my finances
BEST LIFE	Best Life	Let me live my best life
OTHER	Other	Customise your Goal